Salter Brothers Emerging Companies Ltd. · ASX:SB2
Salter Brothers Emerging Companies — Investor Presentation (May 2025)
11 slides from Salter Brothers Emerging Companies's investor presentation, May 15, 2025
Slide 1: Salter Brothers Emerging Companies Limited Webinar
WEBINAR For personal use only SA LTE R B ROTH E R S EMERGING COMPANIES LIMITED (ASX CODE: SB2)
Slide 2: Important – General Information and Disclaimer
IMPORTANT – GENERAL INFORMATION AND DISCLAIMER This document has been prepared by Salter Brothers Funds Management Pty Ltd ACN 608 295 683 any forward-looking statements in this document will actually occur. Actual operations, results, performance, (SBFM), a corporate authorised representative of Sa
Slide 3: Contents
CONTENTS 1. Executive Summary For personal use only 2. Small Cap Vs Large Cap Valuations 3. Outlook for Interest Rates 4. SB2 Performance 5. SB2 Relative Performance 6. SB2 Portfolio Positioning 7. Q&A 8. Contacts S A L T E R B R O T H E R S | E M E R G I N G C O M P A N I E S L I M I T E D | M AY 2
Slide 4: 1. Executive Summary
1. EXECUTIVE SUMMARY › Salter Brothers is a global alternative investments manager with over A$4B of group assets under management. For personal use only › Salter Brothers Emerging Companies Limited (ASX–SB2) is a professionally managed listed investment company (LIC), dedicated to investing in smal
Slide 5: 2. Small Cap vs Large Cap Valuations
2. SMALL CAP VS LARGE CAP VALUATIONS S&P ASX100 relative to Small Ords PE 12MF For personal use only Source: Barren Joey* Data & Quant, Bloomberg, FactSet S A L T E R B R O T H E R S | E M E R G I N G C O M P A N I E S L I M I T E D | M AY 2 0 2 5 5
Slide 6: 3. Outlook for Interest Rates
3. OUTLOOK FOR INTEREST RATES Australian Cash Rate Outlook Australian Cash Rate › The market now expects a rate cut during the 8% For personal use only May meeting with a 56% chance of a 50-basis Current Market point cut to 3.6%. 7% expectation › Also, the market has started to price in the 6% for C
Slide 7: 4. SB2 Performance
4. SB2 PERFORMANCE › The Salter Brothers Emerging Performance ASX Emerging Companies Portfolio continues to For personal use only Summary# SB2 Companies Index* Difference deliver strong performance, achieving a 12-month return of 16.29% as of 30 April. This result outperforms 1 Month -2.82% -2.13% -
Slide 8: 5. SB2 Relative Performance
5. SB2 RELATIVE PERFORMANCE 140 Salter Brothers NTA vs Indexes For personal use only 130 120 110 100 90 80 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 NTA XEC XAO Russell 2000 S&P 500 ASX200 # NTA Performance numbers c
Slide 9: 6. SB2 Portfolio Positioning
6. SB2 PORTFOLIO POSITIONING Key Holdings Market Cap Sector Company Description 1. Alfabs Australia Ltd Construction & Provides a design-to-delivery solution for its clients across heavy steel fabrication, construction and $100m (ASX:AAL) Engineering maintenance services, mining equipment, protectiv
Slide 10: Q&A
For personal use only Q&A Q&A S A L T E R B R O T H E R S | E M E R G I N G C O M P A N I E S L I M I T E D | M AY 2 0 2 5 1 0
Slide 11: Contact Us
CONTACT US Gregg Taylor Head Office Investment Director Level 9, 477 Collins St For personal use only & Head of Equities Melbourne VIC 3000 Australia E | gregg.taylor@salterbrothers.com.au Sydney Office Level 36, 264 George St Yossi Kraemer Sydney NSW 2000 Australia Co‑head Capital Partnerships Bris
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